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Home > Institutional Investor > Geowealth Management, Llc > 13F Holdings

Instuitional Investor - Geowealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 4,447,028 $204,919,194 8.23%
2.
Dimensional Etf Trust
 5,272,530 $173,940,757 6.99%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 308,613 $158,596,896 6.37%
4.
Vanguard Index Fds - LARGE CAP ETF
 422,358 $108,558,677 4.36%
5.
Vanguard Index Fds
 311,877 $85,715,912 3.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)